Holistic Financial Partners’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Buy
2025
Q2
Sell
2025
Q1
$223K Sell
2024
Q4
$259K Sell
2024
Q3
$286K Buy
2024
Q2
$276K Sell
2024
Q1
$242K Sell
2023
Q4
$245K Buy
2023
Q3
$215K Hold
2023
Q2
$239K Buy
2018
Q2
Sell
2018
Q1
$4K Hold
2017
Q4
$4K Buy